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IBM
IBM

Overview Fund Activity

3,216 hedge funds and large institutions have $144B invested in IBM in 2025 Q1 according to their latest regulatory filings, with 286 funds opening new positions, 1,242 increasing their positions, 1,262 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,216
Holders Change
+106
Holders Change %
+3.41%
% of All Funds
43.68%
Holding in Top 10
94
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.25%
% of All Funds
1.28%
New
286
Increased
1,242
Reduced
1,262
Closed
124
Calls
$3.9B
Puts
$2.96B
Net Calls
+$942M
Net Calls Change
-$645M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.88B
2
GQG Partners
GQG Partners
Florida
+$1.04B
3
Capital World Investors
Capital World Investors
California
+$881M
4
Morgan Stanley
Morgan Stanley
New York
+$618M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$323M

Top Sellers

1
State Street
State Street
Massachusetts
-$266M
2
First Trust Advisors
First Trust Advisors
Illinois
-$250M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$202M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$199M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
TBA
951
Tower Bridge Advisors
Pennsylvania
$3.31M -$42.3K -170 -1%
FDS
952
First Dallas Securities
Texas
$3.3M -$900K -3,621 -21%
VVP
953
Venture Visionary Partners
Ohio
$3.3M -$1.39M -5,597 -30%
SB
954
Simmons Bank
Arkansas
$3.29M -$148K -597 -4%
CCM
955
Chilton Capital Management
Texas
$3.29M -$75.3K -303 -2%
HAIM
956
Hunter Associates Investment Management
Pennsylvania
$3.28M -$3.73K -15 -0.1%
FWM
957
Forza Wealth Management
Florida
$3.28M +$8.45K +34 +0.3%
IB
958
Intrust Bank
Kansas
$3.28M +$88K +354 +3%
KFC
959
Klingenstein Fields & Co
New York
$3.27M -$348K -1,400 -10%
SCM
960
Sterneck Capital Management
Missouri
$3.26M -$66.9K -269 -2%
CWM
961
Connecticut Wealth Management
Connecticut
$3.26M +$244K +983 +8%
BAM
962
Berkshire Asset Management
Pennsylvania
$3.23M +$72.2K +284 +2%
ONB
963
Old National Bancorp
Indiana
$3.23M +$17.2K +69 +0.5%
FAM
964
Formidable Asset Management
Ohio
$3.22M +$67.1K +270 +2%
GAM
965
Griffin Asset Management
New York
$3.21M +$1.74K +7 +0.1%
SS
966
Sunbelt Securities
Texas
$3.21M -$6.71K -27 -0.2%
MHS
967
M Holdings Securities
Oregon
$3.2M +$186K +746 +6%
TPWM
968
Twelve Points Wealth Management
Massachusetts
$3.2M -$153K -616 -5%
KF
969
KKM Financial
Illinois
$3.19M -$459K -1,845 -13%
PPWP
970
Proquility Private Wealth Partners
Nevada
$3.19M -$431K -1,732 -12%
SWM
971
Spire Wealth Management
Virginia
$3.17M +$65.4K +263 +2%
RAM
972
Riggs Asset Management
Pennsylvania
$3.17M -$22.1K -89 -0.7%
HCM
973
Howland Capital Management
Massachusetts
$3.16M +$1.28M +5,164 +68%
MA
974
MONECO Advisors
Connecticut
$3.15M -$99K -398 -3%
KW
975
Keyvantage Wealth
Pennsylvania
$3.15M +$2.9M +11,661 +1,156%
37 38
39
40 41